See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,876 | $91,190-93.6% | $178,490-96.7% | $79,858-92.6% |
| Participation rate | 82.1% | 69.2%+12.9pp | 81.9%+0.1pp | 69.6%+12.4pp |
| Annual return | 4.11% | 24.19%-20.1pp | 151.07%-147.0pp | 31.71%-27.6pp |
| Employer contribution / active EE | $777 | $3,256-76.1% | $5,011-84.5% | $2,471-68.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,080 | $6,751-84.0% | $13,984-92.3% | $5,306-79.6% |